Discussion - Verizon denies SpaceX is buying it [UPDATED]

Read Full Article…
Join the discussion
DrakoSwiftclaw
DrakoSwiftclaw
Arena Apprentice
• 1mo ago
↵mloudt said:

Elon shld of bought all of Echstar

The reason I think they are not shopping a carrier isn't just in the moves within the FCC -- but the fact that they DID have SEVERAL chances to buy up Echostar, or at least all of Dish Wireless and Boost at the time.


Instead, they played to long game to PIECE OUT Echostar for the spectrum so they could work on shopping a build, and my gut tells me the day they agreed to the spectrum sale, both companies went into talks about the towers themselves.

What they did to Echostar is classic Musk. Instead of snapping up a "prime" company, they buy up the inputs. In this case, they literally made moves to put Echostar into a place of weakness where they could then piece out exactly what they wanted while also forcing Echostar into a partnership with those stock holdings.


The only time Musk snaps up entire company profiles is if they are already in arrears financially or already in chapter 11 -- like where Dish Wireless sits right now, even though Dish Wireless is just the very towers Musk would need to essentially complete most of that build overnight. (More inputs to build the machine.)

Like
1
Quote
Rule20Two
Rule20Two
Arena Apprentice
• 1mo ago

If this sale is factual and actually goes through, the amount of customers that bail from Verizon will make heads spin.

Like
5
Quote
DrakoSwiftclaw
DrakoSwiftclaw
Arena Apprentice
• 1mo ago
said:

Yep, though this article tells me they didn't read the entire article by telling me they didn't read the entire article they linked to.


At the VERY bottom of that same article (its a 10 minute read) is the section where this analyst LITERALLY QUOTES another analyst that the moves SpaceX is making with the FCC are NOT moves for someone "shopping a carrier" but are instead moves of someone "shopping a build."


Though these telecom analysts are looking at SpaceX through a lens that is entirely too narrow.


SpaceX WAS a tech company that expanded into becoming a rocket company (using NASA tech, gear, and experts) that started inching into telecom the instant they launched Starlink.

This comment was deleted by the user.
DrakoSwiftclaw
DrakoSwiftclaw
Arena Apprentice
• 1mo ago
↵DrakoSwiftclaw said:

The reason I think they are not shopping a carrier isn't just in the moves within the FCC -- but the fact that they DID have SEVERAL chances to buy up Echostar, or at least all of Dish Wireless and Boost at the time.


Instead, they played to long game to PIECE OUT Echostar for the spectrum so they could work on shopping a build, and my gut tells me the day they agreed to the spectrum sale, both companies went into talks about the towers themselves.

What they did to Echostar is classic Musk. Instead of snapping up a "prime" company, they buy up the inputs. In this case, they literally made moves to put Echostar into a place of weakness where they could then piece out exactly what they wanted while also forcing Echostar into a partnership with those stock holdings.


The only time Musk snaps up entire company profiles is if they are already in arrears financially or already in chapter 11 -- like where Dish Wireless sits right now, even though Dish Wireless is just the very towers Musk would need to essentially complete most of that build overnight. (More inputs to build the machine.)

And due to the partnership between echostar and SpaceX, Boost gets to ride whatever SpaceX builds.

Like
Quote
TVZW18
TVZW18
Arena Apprentice
• 1mo ago

Anything and everything is possible with the Verizon CEO. Verizon is now being operated and decisions made based on what is good for him to receive the bonus. Common sense nor strategy come in to play. All about the bonus. AI Customer focused, biggest bunch of bs ever.

Like
Quote
TVZW18
TVZW18
Arena Apprentice
• 1mo ago

The FCC will never get four carriers for the U.S. market. It would take years for a corporation to come in and build out a network. If this is their play, then they need a network already built. The majority of the cell towers have been monetized by the carriers, so negotiations must take place in order to place equipment. The current carriers have the premium space on the top of the tower. The only remaining space will be at the bottom, which would create an issue with the area of coverage that can be provided by the equipment. At this point they would need to possibly build towers to ensure coverage. Building a tower is not the easiest process. The normal corporate teams will be involved, then environmental and regulatory must be included. Even before the corporate teams are heavily involved the build permits are required, town hall meetings where the residents are against more towers but want cell service. If this is the plan, they must purchase a carrier with a built out network or it would take five or more years to begin at zero and a very large 3rd party company would be essential in order to build towers. Normally, a company does not lay off a huge percentage of employees if an acquisition is being discussed. Each time a company is acquired the acquiring company states we will recoup the purchase price through synergies. The top two synergies that provide the most savings are people and buildings. And the companies will both state the employees are the greatest asset and the acquiror will state they want the employees and the knowledge base. Then the employees train others on the job and they are laid off within six months. After being employed with Verizon for almost 30 years the best way to determine if they are planning something which will impact employees is when HR touts that they employees are Verizon's greatest asset, how great the benefits are that Verizon provides, training for employees, etc. Verizon will pound employees with videos, emails, text, and every monitor throughout the Verizon Campus will play videos. Apologies for the length.

Like
Quote